The Tools and Techniques of Income Tax Planning, 7th Edition PDF Download
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Author: Stephan Leimberg
Publisher:
ISBN: 9781949506570
Category :
Languages : en
Pages : 512
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Book Description
With the passage of the SECURE Act in late 2019 and the recent COVID-19 legislation, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. Every area of tax planning covered in this book is accompanied by the tools and techniques you can use to: Help your clients successfully navigate the latest income tax rules and regulations; Quickly simplify the tax aspects of complex planning strategies; and Confidently advise your individual clients as well as small- and medium-size business owners. New in the 7th Edition: New chapters on the SECURE Act and COVID-19 legislation Details on IRS an DOL regulatory changes Updated advice on retirement planning issues, including COVID-19 hardship distributions, changing RMD requirements, and new contribution rules Coverage of new rules eliminating the "stretch IRA" and planning advice to help clients meet their estate planning goals Litigation updates Topics Covered: SECURE Act and COVID-19 legislation HSA eligibility Contribution limitations HSA deductions Tax reporting Employer contributions Comparability testing Testing periods Use by self-employed individuals HRAs and FSAs And more! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of income tax planning and confidently meet their needs.
Author: Stephan Leimberg
Publisher:
ISBN: 9781949506570
Category :
Languages : en
Pages : 512
Get Book Here
Book Description
With the passage of the SECURE Act in late 2019 and the recent COVID-19 legislation, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. Every area of tax planning covered in this book is accompanied by the tools and techniques you can use to: Help your clients successfully navigate the latest income tax rules and regulations; Quickly simplify the tax aspects of complex planning strategies; and Confidently advise your individual clients as well as small- and medium-size business owners. New in the 7th Edition: New chapters on the SECURE Act and COVID-19 legislation Details on IRS an DOL regulatory changes Updated advice on retirement planning issues, including COVID-19 hardship distributions, changing RMD requirements, and new contribution rules Coverage of new rules eliminating the "stretch IRA" and planning advice to help clients meet their estate planning goals Litigation updates Topics Covered: SECURE Act and COVID-19 legislation HSA eligibility Contribution limitations HSA deductions Tax reporting Employer contributions Comparability testing Testing periods Use by self-employed individuals HRAs and FSAs And more! See the "Table of Contents" section for a full list of topics As with all the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of income tax planning and confidently meet their needs.
Author: Stephan R. Leimberg
Publisher: National Underwriter Company
ISBN: 9780872189867
Category : Income tax
Languages : en
Pages : 0
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Book Description
This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.
Author: Stephan R. Leimberg
Publisher:
ISBN: 9780872186941
Category : Income tax
Languages : en
Pages : 0
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Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 338
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Book Description
Author: Stephan Leimberg
Publisher:
ISBN: 9781945424984
Category :
Languages : en
Pages : 0
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Book Description
With the passage of the far-reaching Tax Cuts and Jobs Act of 2017, financial advisors, planners, and insurance professionals are in need of up-to-date, reliable tools and expert insights into income tax planning techniques. The new 6th Edition of The Tools & Techniques of Income Tax Planning provides all of that in abundance. All chapters have been completely updated to reflect the many changes brought about by the Tax Act. New and revised material includes: A chapter on Section 199A Qualified Business Income Deduction for pass-through entities Tax treatment of spousal support payments mandated by divorce and separation agreements Updated AMT calculations Information on accounting methods and depreciation rules Like-kind exchanges and Opportunity Zone investments And much more And, as with the first five editions of this valuable resource, readers benefit from: Detailed explanations of complex real-world tax issues Easy-to-read explanations of how various tax strategies work and when they should and should not be employed Clear, thorough examples that show exactly when certain tax rules apply, and how planners can help their clients avoid "tax traps" that can lead to unexpected and unnecessary tax liability Comprehensive explanation of investment-related tax concepts which help investors and planners devise tax-efficient strategies Thoughtful, independent advice about the best strategies for specific situations Every area of tax planning covered in this book is accompanied by the tools and techniques you can use to: help your clients successfully navigate the latest income tax rules and regulations; quickly simplify the tax aspects of complex planning strategies; and confidently advise your individual clients as well as small- and medium-size business owners.
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Income tax
Languages : en
Pages :
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Book Description
Author: Stephan R. Leimberg
Publisher:
ISBN: 9781941627976
Category :
Languages : en
Pages : 0
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Book Description
This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.
Author: Stephan R. Leimberg
Publisher:
ISBN: 9781939829559
Category : Business & Economics
Languages : en
Pages : 350
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Book Description
This single-volume reference takes you through all the income tax topics your clients may encounter, no matter where they originate, providing easy-to-understand, practical guidance for situations that are often confusing.
Author: Stephan Leimberg
Publisher:
ISBN: 9781954096080
Category :
Languages : en
Pages : 1074
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Book Description
The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Author: Stephan R. Leimberg
Publisher:
ISBN:
Category : Business & Economics
Languages : en
Pages : 256
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Book Description
